Adviser and broker representative · Zoe Financial, Inc.
Sarah C. Miller
CRD 8209092 · New York, NY
At a glance
Sarah C. Miller is an investment adviser representative with Zoe Financial, Inc. in New York, NY, according to the SEC’s Investment Adviser Public Disclosure records. Sarah is also registered as a broker representative.
Current advisory firm
- Zoe Financial, Inc.Since September 2026New York, NY · $283M in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Sarah’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Zoe Financial, Inc.
- John R. BenevidesNew York · Certified Financial Planner
- Preston K. BuhrmasterNew York
- Mason F. CoonNew York
- Andres D. GarciaNew York
- Rajesh GaurNew York · Chartered Financial Analyst
- Corey MoonNew York
- Matthew WienerNew York
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